Ark Invest, led by Cathie Wood, issued another “Big Ideas” list on Wednesday, sharing themes for 2026 that investors should watch. This year’s list comes after the firm reported a strong 2025, with its ETFs outperforming the S&P 500.
Ark Invest Big Ideas 2026 List
Ark Invest’s highly anticipated 10th annual Big Ideas list includes:
The Great Acceleration
AI Infrastructure
The AI Consumer Operating System
AI Productivity
Bitcoin
Tokenized Assets
Decentralized Finance Applications
Multiomics
Reusable Rockets
Robotics
Distributed Energy
Autonomous Vehicles
Autonomous Logistics
The Great Acceleration Central To Several Themes
“The Great Acceleration” is one of the 13 Big Ideas for 2026. But the theme is central to multiple technologies, including AI, public blockchains, robotics, energy storage and multiomics.
“This technological revolution should lead to another step change in real GDP growth,” the report says.
Ark Invest says capital investment in disruptive innovation platforms could add 1.9 percentage points to annualized real GDP growth during the current decade, citing items like robotaxis, next gen data centers and AI agents.
Investment Opportunities in Ark ETFs
Ark has several thematic ETFs that cover the Big Ideas for 2026:
Ark Innovation ETF (BATS:ARKK), the company’s flagship, and Ark Next Generation Internet ETF (BATS:ARKW) likely cover most of the Big Ideas for the year.
The Ark Genomic Revolution ETF Full story available on Benzinga.com
